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Dale Tolar

Senior Financial Advisor

“Just like in sports, taking a planned, disciplined and consistent approach to financial decision making is the better way to be successful.”

Dale Tolar has been a Senior Associate with Szarka Financial since 1987. As a student of the stock and bond markets, Dale has focused his career on researching individual stocks, bonds, fixed income alternatives, banking and treasury markets. He takes a very hands-on approach with how he incorporates his knowledge of the markets. The type of clients with whom Dale works most tend to be retired or close to retirement, and are more conservative in their approach to investing.

Having studied psychology in college, Dale is especially intrigued with the correlation of human behavior as it pertains to investors’ attitudes towards risk and reward. It is important to be aware of how history tends to repeat itself, which is why he enjoys researching past performances of the different markets and monitoring on-going performance of individual stocks, bonds and fixed income alternatives to help his clients make educated decisions regarding their portfolios. Dale believes in planning for the unexpected, making very conservative assumptions and avoiding unnecessary risks. He also stresses that past performance is not an indication of future performance.

While attending the University of Wisconsin at Osh Kosh, Dale studied both psychology and history, and participated as a starter on their football team. Since then, Dale has been very involved with coaching various elementary and high school baseball, basketball, football and track teams. He has also volunteered his time at Assumption Elementary as a member of their Activities Endowment Committee, as well as helping organize various charitable fundraisers for the school.

Prior to joining Szarka Financial, Dale worked at the Cranford Group, an investment and insurance firm. He also worked in both the real estate and insurance industries for a number of years.

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